J.P. Morgan Private Wealth Advisors’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.48M | Buy |
44,116
+15,677
| +55% | +$527K | ﹤0.01% | 841 |
|
|
2023
Q2 | $1.01M | Sell |
28,439
-23,390
| -45% | -$830K | 0.01% | 763 |
|
|
2023
Q1 | $2M | Buy |
51,829
+889
| +2% | +$34.4K | ﹤0.01% | 873 |
|
|
2022
Q4 | $2.07M | Buy |
50,940
+7,483
| +17% | +$305K | ﹤0.01% | 830 |
|
|
2022
Q3 | $1.45M | Buy |
43,457
+8,179
| +23% | +$273K | ﹤0.01% | 974 |
|
|
2022
Q2 | $1.35M | Buy |
35,278
+457
| +1% | +$17.4K | ﹤0.01% | 993 |
|
|
2022
Q1 | $1.37M | Sell |
34,821
-1,395
| -4% | -$55K | ﹤0.01% | 1063 |
|
|
2021
Q4 | $1.3M | Buy |
36,216
+4,164
| +13% | +$149K | ﹤0.01% | 1109 |
|
|
2021
Q3 | $1.18M | Buy |
32,052
+4,765
| +17% | +$175K | ﹤0.01% | 1138 |
|
|
2021
Q2 | $1.11M | Buy |
27,287
+2,634
| +11% | +$107K | ﹤0.01% | 1144 |
|
|
2021
Q1 | $986K | Sell |
24,653
-65,901
| -73% | -$2.64M | ﹤0.01% | 1046 |
|
|
2020
Q4 | $3.14M | Sell |
90,554
-34,896
| -28% | -$1.21M | 0.01% | 601 |
|
|
2020
Q3 | $3.76M | Buy |
125,450
+71,472
| +132% | +$2.14M | 0.01% | 498 |
|
|
2020
Q2 | $1.72M | Sell |
53,978
-1,811
| -3% | -$57.7K | 0.01% | 623 |
|
|
2020
Q1 | $1.38M | Buy |
55,789
+2,261
| +4% | +$55.9K | 0.01% | 622 |
|
|
2019
Q4 | $1.72M | Buy |
53,528
+2,199
| +4% | +$70.7K | 0.01% | 641 |
|
|
2019
Q3 | $1.43M | Sell |
51,329
-3,948
| -7% | -$110K | 0.01% | 654 |
|
|
2019
Q2 | $1.72M | Sell |
55,277
-15,078
| -21% | -$468K | 0.01% | 621 |
|
|
2019
Q1 | $2.3M | Buy |
70,355
+4,188
| +6% | +$137K | 0.01% | 579 |
|
|
2018
Q4 | $2.85M | Sell |
66,167
-15,694
| -19% | -$676K | 0.02% | 492 |
|
|
2018
Q3 | $4.51M | Buy |
81,861
+8,213
| +11% | +$453K | 0.02% | 451 |
|
|
2018
Q2 | $4.63M | Buy |
73,648
+28,538
| +63% | +$1.79M | 0.03% | 411 |
|
|
2018
Q1 | $2.81M | Buy |
45,110
+9,830
| +28% | +$612K | 0.02% | 427 |
|
|
2017
Q4 | $2.74M | Sell |
35,280
-381
| -1% | -$29.6K | 0.02% | 429 |
|
|
2017
Q3 | $2.77M | Buy |
35,661
+1,022
| +3% | +$79.3K | 0.02% | 415 |
|
|
2017
Q2 | $2.97M | Sell |
34,639
-943
| -3% | -$80.8K | 0.02% | 393 |
|
|
2017
Q1 | $3.23M | Buy |
35,582
+639
| +2% | +$58K | 0.03% | 378 |
|
|
2016
Q4 | $3.05M | Buy |
34,943
+3,032
| +10% | +$265K | 0.03% | 361 |
|
|
2016
Q3 | $2.86M | Sell |
31,911
-722
| -2% | -$64.6K | 0.03% | 364 |
|
|
2016
Q2 | $2.89M | Buy |
32,633
+3,815
| +13% | +$338K | 0.03% | 365 |
|
|
2016
Q1 | $2.26M | Buy |
28,818
+1,418
| +5% | +$111K | 0.02% | 374 |
|
|
2015
Q4 | $1.99M | Buy |
27,400
+2,425
| +10% | +$176K | 0.02% | 369 |
|
|
2015
Q3 | $1.76M | Buy |
+24,975
| New | +$1.76M | 0.02% | 361 |
|